
Postmortem of a Broken Deal
Acquiring Minds
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The Broker's Response to a Broken Landscape Deal
The broker, we had an after action review as we would call it in the military. We left on good terms and I haven't reached out to him since. This was more of a boutique bank and so, you know, this was another potential challenge here. But just because they're being represented by an advisor doesn't necessarily mean that they are truly motivated to sell.
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